Easy Board Review: Streamline Board Engagement for Nonprofit Leaders

Board meetings shouldn’t feel this disorganized.

If you’re researching board management software, you’ve probably run into endless email threads, scattered documents, and the headache of getting your directors on the same page.

Let’s be honest—wasted time scrambling for files and updates is what’s draining your board’s productivity every single week.

Easy Board approaches this problem differently, offering streamlined meeting tools, a centralized document hub, and user-friendly access for every board member—even those less comfortable with technology. During my deep dive, I found a few standout features (like Magic Links) that make participation much easier than most platforms.

This review will unpack how Easy Board can help your board work together more efficiently, from first login to your next strategic vote.

In this Easy Board review, you’ll find a full analysis of the platform’s best features, real limitations, pricing details, and where it wins or falls short among competitors.

You’ll get the insights and details you need to pick the features you need to move your board forward with confidence.

Let’s get started.

Easy Board Overview

Based in Minnesota, Easy Board has been around since 2020. I find their mission is refreshingly clear: empowering volunteer boards and nonprofit leaders with simple, effective tools.

They primarily target nonprofits and corporate boards often overwhelmed by complex platforms. What truly sets them apart is their commitment to making governance genuinely easy for everyone, not just the highly tech-savvy members on your team.

Instead of acquisitions, their focus has been on impressive organic growth, tripling their reach last year. Through this Easy Board review, you’ll see how new features reflect this customer-centric approach.

Unlike enterprise systems like Diligent that can be overwhelming, Easy Board feels built by people who actually serve on boards. Their “Magic Links” feature provides secure, no-login meeting access—a practical touch I really appreciate.

They now work with thousands of diverse organizations across the United States, supporting both nonprofit and for-profit boards that are ready to move beyond confusing email chains and scattered documents.

From what I’ve seen, their entire strategy prioritizes user adoption and simplicity above all else. This focus is ideal if your main goal is getting everyone on the same page quickly without extensive training.

Now let’s look at their features.

Easy Board Features

Drowning in board meeting preparation?

Easy Board features are designed to simplify board management and make your governance process smooth. Here are the five main Easy Board features that streamline your board’s operations.

1. Meeting Management

Tired of chaotic board meetings and scattered agendas?

Manually coordinating schedules and distributing materials can be a huge time sink. This often leads to missed communications and unproductive sessions for your board.

Easy Board’s Meeting Management feature centralizes everything, from scheduling to agenda building with a built-in timekeeper. From my testing, the automatic reminders and RSVP tracking ensure everyone stays informed and prepared, a huge plus for busy board members. This feature makes planning effortless.

This means you can run highly organized and productive meetings, saving hours of administrative time each cycle.

2. Document Library & One-Click Packet

Hunting for the right document before every meeting?

Scattered files and outdated versions lead to confusion and delays. It’s frustrating when board members can’t find the information they need quickly.

The Document Library provides unlimited, centralized storage for all your board files. What I love is the “one-click meeting packet” feature that compiles all necessary documents instantly, a true game-changer. This feature ensures everyone always has the latest information at their fingertips.

So you get easy access to a single source of truth for all board materials, improving efficiency and reducing pre-meeting stress significantly.

3. “Magic Links” for Easy Access

Do your board members struggle with logins?

Complex password requirements can be a barrier for less tech-savvy board members. This often leads to frustration and delays in accessing critical information.

Easy Board’s “Magic Links” allow board members to access documents and meeting details without any traditional login. This is where Easy Board shines by offering secure and incredibly simple access, ensuring participation isn isn’t hindered by technical hurdles. It’s a thoughtful feature.

This means your board members can quickly access what they need, regardless of their technical ability, fostering better engagement.

4. Board Member Directory & Profiles

Need to quickly contact a board member or check their term limits?

Maintaining up-to-date contact information and member details across multiple spreadsheets is a real headache. It becomes even more complex if you serve on several boards.

This feature offers a comprehensive directory with titles, contact info, and term limits. From my testing, the ability to switch between different board views is incredibly useful, especially for those on multiple boards. This provides you with an organized overview.

The result is your team gets instant access to essential member information, which drastically improves communication and administrative oversight.

5. Group & Committee Management

Worried about sensitive information falling into the wrong hands?

Controlling access to confidential documents across different committees can be a security nightmare. It’s challenging to ensure only relevant members see specific discussions.

Easy Board enables you to designate groups and committees, ensuring controlled access to sensitive information. Here’s what I found: this feature improves information security and organizational efficiency by limiting visibility to only those who need it. It’s a robust solution for compliance.

This means you can confidently manage and protect confidential data, ensuring the right information reaches the right people.

You’ll appreciate how these Easy Board features work together to create a cohesive platform for all your board’s needs, making your governance easier.

Easy Board Pricing

What’s the real cost of board management software?

Easy Board pricing offers clear tiered plans with annual subscription benefits, making it easier to budget for your organization’s specific needs.

Plan	Price & Features
Base Plan	Starts at $30/month (SourceForge FAQ) • Magic Links for no-login access • Custom logo & board color • Calendar sync & Office 365 compatibility • Unlimited groups, admins, storage • Basic email support & online guides
Pro Plan	$249/month billed annually ($2,988/year) • Includes 20 users • All Base Plan features • Document annotations & notes • One-click meeting packet • Priority email/phone/Zoom support
Max Plan	Starts at $799/month • Custom user count • Customized plan features • Data migration support • Dedicated success manager • Repeat live training assistance

1. Value Assessment

Solid value for board efficiency.

From my cost analysis, Easy Board provides significant value, especially for nonprofits, by centralizing board operations and offering a 90-day money-back guarantee. What stood out is how their pricing scales with your organizational needs, ensuring you only pay for the features you truly use.

This means your budget gets a robust solution without overspending on unnecessary enterprise-level functionalities.

2. Trial/Demo Options

Smart evaluation options available.

While Easy Board doesn’t offer a traditional free trial, they provide a 90-day money-back guarantee and access to a demo “sandbox.” What I found valuable is how the sandbox allows you to explore features and test workflows, giving you confidence before committing to any Easy Board pricing plan.

This helps you evaluate the platform’s fit for your team before any financial commitment.

3. Plan Comparison

Matching features to your budget.

The Base Plan is a great starting point for smaller boards, while the Pro Plan offers excellent value with 20 users and enhanced features like one-click meeting packets. What makes their pricing different is how the Max Plan provides comprehensive dedicated support for larger organizations requiring custom solutions.

This tiered approach helps you match Easy Board pricing to actual usage requirements, from basic to advanced governance.

My Take: Easy Board’s pricing strategy is transparent and scalable, offering clear benefits for nonprofits and growing organizations that prioritize predictable costs and essential features.

The overall Easy Board pricing reflects transparent value for diverse board management needs.

Easy Board Reviews

What do real customers actually think?

These Easy Board reviews provide transparent insights, analyzing user feedback from various sources to give you a balanced view of what customers truly experience.

1. Overall User Satisfaction

Users consistently express high satisfaction.

From my review analysis, Easy Board enjoys exceptionally high ratings, securing “Best Ease of Use” and “Front Runners” awards. What stands out in user reviews is how its simplicity makes board management genuinely easier, earning it the “#1 Customer Rated Globally” title.

This indicates you can expect a very user-friendly experience, even for non-technical board members.

2. Common Praise Points

The intuitive design wins users over.

Users frequently praise Easy Board’s intuitive interface, making it accessible for everyone. What I found in user feedback is how the platform’s ease of use makes onboarding quick, significantly improving communication and efficiency for boards and committees alike.

This means you can expect rapid adoption and improved board engagement with minimal effort.

3. Frequent Complaints

Minor feature requests are noted.

While praise is widespread, a few Easy Board reviews mention a desire for additional features, like an in-platform chat. What stands out in customer feedback is how these requests are generally considered minor enhancements, not significant deal-breakers for overall functionality.

This suggests any current limitations are likely minor and won’t severely impact core operations.

Overall, Easy Board reviews reveal a highly positive user sentiment, emphasizing its ease of use and efficiency, with only minor constructive feedback about feature enhancements.

Best Easy Board Alternatives

Navigating the many board management options?

The best Easy Board alternatives include several robust solutions, each catering to different organizational sizes, budget considerations, and feature preferences.

1. OnBoard Board Management Software

Seeking advanced AI for meeting efficiency?

OnBoard makes more sense if your organization requires AI-powered meeting minutes and a highly structured, unified process for all board activities. From my competitive analysis, OnBoard offers extensive 24/7 customer support alongside its advanced features, though it’s typically a more comprehensive solution.

Choose OnBoard if your priority is AI-driven meeting features, a unified platform, and dedicated customer success.

2. Diligent Boards

Is enterprise-grade security and compliance your top concern?

Diligent Boards is the better alternative for large, complex enterprises with stringent security, compliance, and governance requirements. What I found comparing options is that Diligent Boards excels in advanced automation for audit and risk management, though it comes at a premium price point.

Consider Diligent Boards when your organization needs robust, enterprise-level features for global entities and high-level insights.

3. BoardPro

Your main goal is refreshingly simple board meeting management?

BoardPro is a strong choice if your organization, particularly an SME or nonprofit, prioritizes a highly efficient and user-friendly platform for core meeting tasks. Alternative-wise, BoardPro focuses on streamlined agendas and board packs without unnecessary complexity, though it may lack some of Easy Board’s unique access methods.

Opt for BoardPro when core meeting tasks, ease of use, and efficiency are paramount within an SME context.

The best Easy Board alternatives depend on your organization’s specific needs and scale, balancing simplicity with advanced features.

Easy Board Setup

Concerned about complicated software setup and training?

This Easy Board review dives into the practicalities of deployment, offering a realistic look at what it takes to get up and running smoothly with their system.

1. Setup Complexity & Timeline

Getting started is impressively straightforward.

Easy Board implementation focuses on ease of use, with most organizations experiencing an unbelievably short learning curve and quick setup. What I found about deployment is that you’ll be functional in days, not months, due to its intuitive design and helpful guides.

You’ll want to plan for initial data migration and user onboarding, but don’t expect a lengthy, resource-intensive project.

2. Technical Requirements & Integration

Minimal IT headaches for your team.

Easy Board is a cloud-based solution, requiring access from standard devices like desktops or smartphones, and integrates with common tools like Outlook and Zoom. What I found about deployment is that it works seamlessly with existing office infrastructure, avoiding complex hardware or server installations.

Your IT readiness will primarily involve ensuring basic internet connectivity and setting up preferred calendar or conferencing integrations.

3. Training & Change Management

User adoption is a natural, intuitive process.

Due to its user-friendly interface, extensive training isn’t typically necessary for Easy Board, even for less tech-savvy board members. From my analysis, the intuitive design significantly reduces resistance to change, making it easy for users to quickly grasp and utilize the platform.

Expect to utilize their 1-on-1 onboarding or complimentary orientation to get your team comfortable, rather than needing prolonged training sessions.

4. Support & Success Factors

Vendor support significantly eases your journey.

Easy Board’s customer support is consistently praised for being quick, helpful, and friendly, offering priority assistance for higher-tier plans during implementation. What I found about deployment is that their dedicated success managers are invaluable for ensuring a smooth transition and addressing any questions promptly.

You should leverage their support resources, including online guides and dedicated success managers, as a critical factor for implementation success.

Overall, the Easy Board setup is designed for simplicity and quick user adoption, making it accessible for organizations of all technical capabilities.

Bottom Line

Is Easy Board right for your organization?

This Easy Board review synthesizes its strengths and limitations, helping you understand its overall value and whether it aligns with your specific board management needs.

1. Who This Works Best For

Nonprofits and small to mid-market organizations.

Easy Board is ideal for boards prioritizing extreme ease of use and a short learning curve, especially those with non-technical members. From my user analysis, nonprofit organizations will find tailored features and discounts, making it a perfect fit for volunteer and committee management, enhancing engagement and efficiency.

You’ll succeed if your board needs straightforward meeting preparation and centralized document management without enterprise complexity.

2. Overall Strengths

Exceptional ease of use and user-friendly design.

The software succeeds by simplifying meeting preparation, centralizing documents with “one-click meeting packets,” and boosting engagement via intuitive features like “Magic Links.” From my comprehensive analysis, its intuitive interface significantly reduces the learning curve, making it accessible for board members of all tech proficiencies.

These strengths mean your board can quickly adopt the platform, saving administrative time and fostering better communication.

3. Key Limitations

Limited advanced features for complex enterprise needs.

While excellent for simplicity, Easy Board may lack specialized features like advanced AI for minute-taking or deep integrations with vast enterprise ecosystems. Based on this review, large, highly regulated enterprises might require more granular control and robust customization than Easy Board currently offers.

I’d say these limitations are minor for its target audience but could be deal-breakers for organizations with extensive, complex governance requirements.

4. Final Recommendation

Easy Board receives a strong, clear recommendation.

You should choose this software if you’re a nonprofit or a small to mid-sized organization seeking a genuinely easy-to-use, affordable, and efficient board management solution. From my analysis, this solution is perfect for improving board engagement and streamlining operations without unnecessary complexity.

My confidence level is extremely high for organizations prioritizing simplicity and accessible board collaboration.

This Easy Board review demonstrates significant value for its target audience, making it a highly reliable choice for streamlining your board’s operations.